Avantax Advisory Services’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Avantax Advisory Services’s Portfolio LGLV Stock Details LGLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$830K	Sell	4,751 -3,436	-42%	-$588K	﹤0.01%	1277
2025 Q1	$1.42M	Sell	8,187 -17	-0.2%	-$2.9K	0.01%	919
2024 Q4	$1.36M	Buy	8,204 +2,355	+40%	+$403K	0.01%	902
2024 Q3	$990K	Buy	5,849 +189	+3%	+$30.6K	0.01%	1030
2024 Q2	$864K	Buy	5,660 +411	+8%	+$62.6K	0.01%	1064
2024 Q1	$817K	Buy	5,249 +718	+16%	+$107K	0.01%	831
2023 Q4	$657K	Sell	4,531 -220	-5%	-$30.4K	0.01%	871
2023 Q3	$634K	Sell	4,751 -2,172	-31%	-$303K	0.01%	850
2023 Q2	$973K	Buy	6,923 +1,457	+27%	+$200K	0.01%	688
2023 Q1	$748K	Buy	5,466 +1,146	+27%	+$156K	0.01%	761
2022 Q4	$586K	Buy	4,320 +1,945	+82%	+$259K	0.01%	800
2022 Q3	$293K	Sell	2,375 -593	-20%	-$80.1K	﹤0.01%	1025
2022 Q2	$389K	Sell	2,968 -137	-4%	-$18.8K	0.01%	888
2022 Q1	$447K	Buy	3,105 +272	+10%	+$38.1K	0.01%	831
2021 Q4	$427K	Buy	2,833 +100	+4%	+$14.3K	0.01%	817
2021 Q3	$365K	Buy	2,733 +11	+0.4%	+$1.52K	0.01%	835
2021 Q2	$361K	Sell	2,722 -116	-4%	-$15.3K	0.01%	830
2021 Q1	$356K	Buy	2,838 +33	+1%	+$4K	0.01%	740
2020 Q4	$337K	Sell	2,805 -17,396	-86%	-$2M	0.01%	680
2020 Q3	$2.19M	Buy	20,201 +15,448	+325%	+$1.66M	0.04%	349
2020 Q2	$484K	Sell	4,753 -150	-3%	-$14.9K	0.01%	489
2020 Q1	$442K	Buy	4,903 +2,420	+97%	+$264K	0.01%	465
2019 Q4	$283K	Buy	+2,483	New	+$278K	0.01%	646

Other funds holding LGLV

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avantax Advisory Services's LGLV Position: Q2 2025 in Review

Avantax Advisory Services reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 42% in Q2 2025, selling an estimated $588K and leaving 4,751 shares worth $830K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Avantax Advisory Services first reported a position in LGLV in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.19M in Q3 2020. 180 funds tracked by Wall St. Rank hold LGLV as of Q2 2025.

Avantax Advisory Services held 4,751 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $830K as of Q2 2025.
Avantax Advisory Services sold 3,436 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2025, an estimated $588K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1277 holding.
Avantax Advisory Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.19M in Q3 2020.
180 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.